Companies

Lindsell Train funds breach UCITS concentration rules - reports

Companies

Lindsell Train funds breach UCITS concentration rules - reports

Individual holdings breach limits

clock 06 April 2020 •
Quilter Investors hires 7IM deputy CIO

Companies

Quilter Investors hires 7IM deputy CIO

Ian Jensen-Humphreys joins as portfolio manager

clock 02 April 2020 •
Invesco disposes of illiquid assets across UK equity mandates

Companies

Invesco disposes of illiquid assets across UK equity mandates

Liquidity review

clock 01 April 2020 •
Heartwood IM CIO Noland Carter steps down

Companies

Heartwood IM CIO Noland Carter steps down

Former CIO of Barclays Wealth and Rothschild Wealth

clock 30 March 2020 •
Seven advice firms declared in default by FSCS in February

Companies

Seven advice firms declared in default by FSCS in February

15 in total

clock 27 March 2020 •
SIPP operator to compensate two clients for unsuitable Cypriot property investments

Companies

SIPP operator to compensate two clients for unsuitable Cypriot property investments

In Cypriot property

clock 20 March 2020 •
Morningstar set to acquire PlanPlus Global in bid to expand adviser capabilities

Companies

Morningstar set to acquire PlanPlus Global in bid to expand adviser capabilities

Across the globe

clock 03 March 2020 •
SJP says advice charges not 'major' profit driver as stock drops 2%

Investment

SJP says advice charges not 'major' profit driver as stock drops 2%

Annual results

clock 27 February 2020 •
PFS partners with learning company to inspire next generation of advisers

Companies

PFS partners with learning company to inspire next generation of advisers

Target five colleges first

clock 24 February 2020 •
JPM set to enter UK personal banking market - reports

Companies

JPM set to enter UK personal banking market - reports

Will offer savings and loan products

clock 24 February 2020 •
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